I am a Senior Associate Solicitor in Lodders’ Private Client team.
I joined Lodders in September 2020, having previously worked at another leading Warwickshire firm for ten years. I advise individuals and families, including business owners and high net worth individuals, on a wide range of estate planning matters. My work includes advising on tax and succession planning, preparing wills and lasting powers of attorney and creating trusts to help clients protect and pass on their wealth in line with their wishes.
I also advise trustees on the taxation, administration and ongoing management of trusts, helping them navigate their responsibilities and achieve the best outcomes for beneficiaries.
I enjoy building long-term relationships with clients and providing clear, practical advice tailored to their individual circumstances.
I am a fully qualified member of the Society of Trust and Estate Practitioners (STEP), the leading professional body for specialists in trusts, estates and succession planning. Membership of STEP is widely regarded as a hallmark of expertise in this field and helps ensure I can provide clients with up-to-date, practical advice on even the most complex matters.
I am recognised as a Leading Associate in The Legal 500, an independent guide to the UK’s leading law firms and lawyers.
I am also a Dementia Friend, supporting the Alzheimer’s Society initiative to improve understanding of dementia and help make communities more inclusive for those affected by the condition.
I am based in Stratford upon Avon
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